+357.4%
SOXL vs SMH
+99.4%
+258.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +1.1% |
| 7D | +5.3% | +2.5% | +2.8% | -2.7% |
| 30D | -11.2% | -0.5% | -10.7% | -7.5% |
| 3M | -55.4% | -9.6% | -45.7% | -15.1% |
| 6M | +107.1% | +42.1% | +65.1% | +5.6% |
| YTD | +179.0% | +57.4% | +121.6% | +8.2% |
| 1Y | +357.4% | +96.2% | +261.1% | +7.0% |
| All | +357.4% | +99.4% | +258.0% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling